See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,372 | $183,963-39.5% | $162,163-31.3% | $152,861-27.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 9.10% | 150.76%-141.7pp | 115.59%-106.5pp | 345.32%-336.2pp |
| Employer contribution / active EE | $8,441 | $6,371+32.5% | $5,614+50.4% | $4,762+77.2% |
| Participant deferral / active EE | $2,310 | $8,034-71.2% | $7,298-68.3% | $5,850-60.5% |
| Admin fee / account holder | $7,830 | $13,121-40.3% | $10,843-27.8% | $11,596-32.5% |